Purchases and Sales Made in Q3 2025 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
42+ 1.35% |
$4.56K - $5.07K
|
3.14K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
41+ 0.24% |
$4.45K - $4.95K
|
17.1K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38+ 5.96% |
$4.12K - $4.58K
|
676
$79.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
38+ 1.13% |
$4.12K - $4.58K
|
3.41K
$401K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
38+ 0.19% |
$4.12K - $4.58K
|
20.4K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
36+ 0.5% |
$3.9K - $4.34K
|
7.18K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
34+ 0.31% |
$3.69K - $4.1K
|
11.1K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
34+ 4.05% |
$3.69K - $4.1K
|
874
$103K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
33+ 1.46% |
$3.58K - $3.98K
|
2.3K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
29+ 0.62% |
$3.15K - $3.5K
|
4.68K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
28+ 0.27% |
$3.04K - $3.38K
|
10.4K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
28New |
$3.04K - $3.38K
|
28
$3.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
27+ 0.14% |
$2.93K - $3.26K
|
19.8K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26+ 0.3% |
$2.82K - $3.14K
|
8.59K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
26+ 0.23% |
$2.82K - $3.14K
|
11.2K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
25+ 0.47% |
$2.71K - $3.02K
|
5.36K
$631K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
24+ 0.9% |
$2.6K - $2.9K
|
2.68K
$316K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
23+ 0.17% |
$2.49K - $2.77K
|
13.7K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
22+ 0.03% |
$2.39K - $2.65K
|
84.4K
$9.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 24.14% |
$2.28K - $2.53K
|
108
$12.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19+ 0.8% |
$2.06K - $2.29K
|
2.41K
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.72% |
$1.84K - $2.05K
|
2.39K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15+ 0.15% |
$1.63K - $1.81K
|
10.1K
$1.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
14+ 0.2% |
$1.52K - $1.69K
|
6.94K
$817K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
14+ 0.16% |
$1.52K - $1.69K
|
8.91K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
14+ 0.02% |
$1.52K - $1.69K
|
71.9K
$8.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.05% |
$1.3K - $1.45K
|
26K
$3.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
12+ 0.32% |
$1.3K - $1.45K
|
3.71K
$437K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.25% |
$1.19K - $1.33K
|
4.35K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.37% |
$1.19K - $1.33K
|
3K
$353K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
11+ 0.35% |
$1.19K - $1.33K
|
3.14K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
11+ 0.16% |
$1.19K - $1.33K
|
7.05K
$830K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.38% |
$976 - $1.09K
|
2.41K
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9+ 0.28% |
$976 - $1.09K
|
3.23K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.31% |
$651 - $724
|
1.91K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
4+ 0.21% |
$434 - $483
|
1.87K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.09% |
$325 - $362
|
3.29K
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.17% |
$325 - $362
|
1.78K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$325 - $362
|
4.75K
$559K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2+ 0.09% |
$217 - $241
|
2.22K
$261K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$217 - $241
|
5.88K
$693K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$108 - $121
|
3.85K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$108 - $121
|
2.89K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.04% |
$108 - $121
|
2.41K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $121
|
1.95K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.05% |
$108 - $121
|
1.97K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$108 - $121
|
41.9K
$4.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$108 - $121
|
4.67K
$550K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.02% |
$108 - $121
|
5.61K
$661K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.09% |
$108 - $121
|
1.09K
$128K
|